Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Life$317K
- Short-term disability$317K
- Long-term disability$317K
- Other$317K
- +2 more
Sponsor portfolio
HEALTHCREST SURGICAL MANAGEMENT, LLC
EIN 81-3933873medical practiceLatest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$3.3M premiums
Participants
767
3540 S. BOULEVARD, SUITE 225 - EDMOND, OK 73013405-697-2421healthcrest.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 539 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- AETNA LIFE INSURANCE COMPANY84%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- AMERITAS LIFE INSURANCE CORP.7%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALTHCREST SURGICAL 401(K) PLAN
401k
Assets$14.8M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTHCREST SURGICAL MANAGEMENT, LLC
Mewa - AETNA LIFE INSURANCE CO.
Premiums$3.3M
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTHCREST SURGICAL 401(K) PLAN | 401k | $14.8M | 458 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTHCREST SURGICAL MANAGEMENT, LLC | Mewa | AETNA LIFE INSURANCE CO. | $3.3M | 539 | 2024 |
Retirement plans
Welfare plans